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iShares ESG MSCI USA Leaders ETF

193 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$312K
WBG
127
Wharton Business Group
Pennsylvania
$310K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$297K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$297K
Jane Street
130
Jane Street
New York
$295K
RW
131
Ridgeline Wealth
Arizona
$291K
Morgan Stanley
132
Morgan Stanley
New York
$290K
VFP
133
Vested Financial Planning
California
$290K
PRP
134
Peak Retirement Planning
Ohio
$290K
DWA
135
Davis Wealth Advisors
New Hampshire
$285K
MSA
136
Marino Stram & Associates
Massachusetts
$278K
HGWM
137
Horst & Graben Wealth Management
Oregon
$278K
BPA
138
Beacon Pointe Advisors
California
$269K
ZF
139
Zhang Financial
Michigan
$265K
FCM
140
Firestone Capital Management
Florida
$263K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$262K
LPAM
142
Lodestar Private Asset Management
California
$253K
CB
143
Commerce Bank
Missouri
$253K
IFWM
144
Institute for Wealth Management
Colorado
$250K
PCS
145
Personal CFO Solutions
New Jersey
$239K
MAMG
146
Milestone Asset Management Group
Connecticut
$239K
KAS
147
Kestra Advisory Services
Texas
$237K
GWP
148
Gateway Wealth Partners
Wisconsin
$219K
RCS
149
Retirement Capital Strategies
California
$217K
DT
150
Diversified Trust
Tennessee
$216K